What we do
The team at Peacock Financial Group is a diverse group of professionals focused on providing you with the best client experience possible. Our goal is to ensure that our clients’ needs are addressed in an efficient and timely manner.
Strategic Financial Plan
The Strategic Entrepreneur Program sets your goals into action. Our 4-step proprietary process and customized Strategic Financial Plan will create a clear path to a confident and secure financial future.
The Strategic Entrepreneur Program
Our Program
The Strategic Entrepreneur program is a proprietary program developed for business owners and professionals who want to take complete control of their financial affairs. Clients will experience a significant increase in confidence, clarity, and peace of mind through creating a comprehensive written financial plan that is unique to their specific family and corporate affairs.
Our unique planning process assists both new and existing clients in developing a clear and powerful vision of their financial futures through the creation of a comprehensive financial plan. Critical issues are identified, goals are clarified, and priorities are established. In working closely with you through this personalized process, we are then well positioned to source and recommend the specific resources and solutions that will most effectively support your goals and requirements. Our extensive team of national partners and resources that we have developed over the years, are critical in our ability to provide you with industry leading advice in all areas of your financial lives.
THE VISION TELESCOPE
WE CREATE A CLEAR AND POWERFUL VISION OF YOUR FINANCIAL FUTURE
The completion of the The Vision Telescope™ lays the ground work to help simplify the planning and decision making process. This enables Peacock Financial to complete your Strategic Financial Plan™ that will guide you specifically towards where you want to be.
- Review your current financial status and life goals.
- Review your personal and financial history.
- Perform an income and expense audit.
- Assess your risk profile.
- Help you plan for your estate beneficiaries.
THE INFORMATION FILTER
A comprehensive review, assessment, and documentation of all existing business, investment and planning strategies. Issues become crystallized and appropriate alternative solutions are evaluated.
- Collect and organize all existing financial planning documentation
- Document existing business and financial structures and data.
- Assess your financial strength.
- Provide cash flow analysis.
- Review investment planning opportunities.
- Identify tax and estate planning efficiencies and opportunities.
- Communicate with your other advisors to fine-tune solutions and strategies.
Upon completing the Information Filter, Peacock Financial can then positively identify the key elements of your Strategic Financial Plan so that you can succeed through out all future stages of your financial lives.
THE STRATEGIC BLUEPRINT
WE PREPARE YOUR EXCLUSIVE PLAN AND PROVIDE YOU WITH SPECIFIC PRODUCT RECOMMENDATIONS THAT WILL SUPPORT YOUR FINANCIAL GOALS.
The success formula assists you with the selection and implementation of the financial decisions, products and investments that support the specific goals that you have laid out in your Strategic Financial Plan. During this stage we engage in the following:
- Perform a competitive insurance and investment product analysis.
- Select the best solutions
- Assist with the selection of discretionary or private money manager
- Provide complete underwriting and supplier company communication
Upon completing the Strategic Blueprint, we finalize your Strategic Financial Plan that will guide you towards where you want to be. Peace of mind, security and a feeling of accomplishment are the results.
THE CONFIDENCE CONSOLIDATOR
AN EVOLUTIONARY, LONG RANGE PLANNING , FORECASTING AND RESULTS MEASURING PROCESS.
Once your Strategic Financial Plan is in-force, it is critical to monitor your progress to ensure goal achievement. Peacock Financial meets with you on a consistent basis to ensure continuing clarity within your decision making and goal achievement program. During this stage we engage in the following:
- Consistently monitor, review and adjust your portfolio when necessary.
- Provide quarterly performance reports.
- Meet with you upon request and annually to update your Strategic Financial Plan”’ and review progress.
- Continuously monitor the tax efficiency of your financial plan and initiatives.
The Confidence Consolidator is much more than a review. We focus on assessment of new and emerging issues, as well as long range planning and forecasting. As new priorities, issues and opportunities come into view, we will integrate them into your Financial Plan.
